Lotus Asset Management Limited Liability Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$120,320,393
Clients
116
Advisors
1
of 1 employees
About
Lotus Asset Management Limited Liability Company provides ongoing comprehensive financial advisory services that combine investment management, financial planning (included for advisory clients), held‑away account management, and due diligence on alternative and private investments. The firm serves individuals, high‑net‑worth clients and charitable organizations and recently transitioned from state registration to registration with the SEC, as disclosed in its brochure.
The firm documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, using a mix of analysis methods (fundamental, technical, quantitative and modern portfolio theory) to build and monitor portfolios. Investment options span mutual funds, ETFs, fixed income, equities, real estate funds, private placements and digital assets, and the firm’s strategies may employ leverage and derivatives (including options, short sales and margin) as part of separately managed account activity.
Noteworthy items in the brochure include a formal program for ongoing due diligence of alternative and private investments for accredited investors and a detailed digital‑asset framework that incorporates on‑chain and protocol adoption analysis. The firm also discloses a recent change removing its wrap fee program and describes specific custody and fee‑withdrawal arrangements for held‑away and digital‑asset accounts.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $25,000,000: 0.50% $25,000,001+: 0.25%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $15,000 if asset-based fees do not meet this amount Fee-only: Financial planning fixed fees between $3,000 and $75,000
Main office
Nashville TN
Advisors at this office
1
Most active in
District of Columbia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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